Owner
CurrentSuccessfully built and manage an investment portfolio, customizing financial strategies and appropriate portfolio construction. Key metrics analyzed include management quality, competitive marketplace position, free cash flow generation and growth, shareholder friendly capital allocation policies, all within a socially enlightened framework. The portfolio includes a sophisticated options strategy that produces disciplined buy/sell triggers plus additional income by selling covered calls and cash secured puts.• Cultivated solid expertise in stock investing, risk assessment and contingency planning.• Guest speaker on investing, risk management, portfolio construction, and behavioral finance for events such as Northern Arizona Interfaith Council (NAIC).• Worked discreetly with Director of Investor Relations for a publicly traded microcap hotel chain to encourage implementation of a share buyback program, which was ultimately approved by the Board, generating a 40% stock price increase.• Wrote four contrary rebuttals to published articles that were printed in Barron’s Letters to the Editor 2004–2008 based on financial tenets of Warren Buffet.
